# Capsule CRM integrations Connect Capsule CRM to any other app, or use it from your AI client over MCP. Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple, effective and affordable solution. Connects with an API key[capsulecrm.com](https://capsulecrm.com/) **8** triggers **62** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Capsule CRM? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Popular ## Capsule CRM with the apps people pair it with most - [ **Capsule CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/capsule-crm-to-hubspot) - [ **Capsule CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/capsule-crm-to-salesforce) - [ **Slack to Capsule CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-capsule-crm) - [ **Capsule CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/capsule-crm-to-gmail) - [ **Capsule CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/capsule-crm-to-mailchimp) - [ **Capsule CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/capsule-crm-to-stripe) - [ **Capsule CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/capsule-crm-to-shopify) - [ **Capsule CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/capsule-crm-to-quickbooks-online) Pair it ## Connect Capsule CRM with another app - [ **Capsule CRM to HubSpot** ](https://apiant.ai/connect/capsule-crm-to-hubspot) - [ **Capsule CRM to Salesforce** ](https://apiant.ai/connect/capsule-crm-to-salesforce) - [ **Slack to Capsule CRM** ](https://apiant.ai/connect/slack-to-capsule-crm) - [ **Capsule CRM to Gmail** ](https://apiant.ai/connect/capsule-crm-to-gmail) - [ **Capsule CRM to Mailchimp** ](https://apiant.ai/connect/capsule-crm-to-mailchimp) - [ **Capsule CRM to Stripe** ](https://apiant.ai/connect/capsule-crm-to-stripe) - [ **Capsule CRM to Shopify** ](https://apiant.ai/connect/capsule-crm-to-shopify) - [ **Capsule CRM to QuickBooks Online** ](https://apiant.ai/connect/capsule-crm-to-quickbooks-online) - [ **Capsule CRM to Pipedrive** ](https://apiant.ai/connect/capsule-crm-to-pipedrive) - [ **ActiveCampaign to Capsule CRM** ](https://apiant.ai/connect/activecampaign-to-capsule-crm) - [ **Capsule CRM to Trello** ](https://apiant.ai/connect/capsule-crm-to-trello) - [ **Asana to Capsule CRM** ](https://apiant.ai/connect/asana-to-capsule-crm) - [ **Capsule CRM to JIRA** ](https://apiant.ai/connect/capsule-crm-to-jira) - [ **Capsule CRM to Zoom** ](https://apiant.ai/connect/capsule-crm-to-zoom) - [ **Capsule CRM to Intercom** ](https://apiant.ai/connect/capsule-crm-to-intercom) - [ **Capsule CRM to Freshdesk** ](https://apiant.ai/connect/capsule-crm-to-freshdesk) - [ **Capsule CRM to Typeform** ](https://apiant.ai/connect/capsule-crm-to-typeform) - [ **Capsule CRM to JotForm** ](https://apiant.ai/connect/capsule-crm-to-jotform) - [ **Capsule CRM to PandaDoc** ](https://apiant.ai/connect/capsule-crm-to-pandadoc) - [ **Capsule CRM to OpenAI** ](https://apiant.ai/connect/capsule-crm-to-openai) - [ **Capsule CRM to Anthropic** ](https://apiant.ai/connect/capsule-crm-to-anthropic) - [ **Capsule CRM to Ontraport** ](https://apiant.ai/connect/capsule-crm-to-ontraport) - [ **Capsule CRM to Freshworks CRM** ](https://apiant.ai/connect/capsule-crm-to-freshworks-crm) - [ **Capsule CRM to Streak** ](https://apiant.ai/connect/capsule-crm-to-streak) - [ **Capsule CRM to MINDBODY** ](https://apiant.ai/connect/capsule-crm-to-mindbody) - [ **Capsule CRM to MySQL** ](https://apiant.ai/connect/capsule-crm-to-mysql) - [ **PagerDuty to Capsule CRM** ](https://apiant.ai/connect/pagerduty-to-capsule-crm) - [ **Capsule CRM to Square** ](https://apiant.ai/connect/capsule-crm-to-square) - [ **Capsule CRM to Eventbrite** ](https://apiant.ai/connect/capsule-crm-to-eventbrite) - [ **Capsule CRM to Wufoo** ](https://apiant.ai/connect/capsule-crm-to-wufoo) - [ **Capsule CRM to SQL Server** ](https://apiant.ai/connect/capsule-crm-to-sql-server) - [ **Bitly to Capsule CRM** ](https://apiant.ai/connect/bitly-to-capsule-crm) - [ **Teamwork to Capsule CRM** ](https://apiant.ai/connect/teamwork-to-capsule-crm) - [ **Capsule CRM to Knack** ](https://apiant.ai/connect/capsule-crm-to-knack) - [ **Capsule CRM to Insightly** ](https://apiant.ai/connect/capsule-crm-to-insightly) - [ **Capsule CRM to QuickBase** ](https://apiant.ai/connect/capsule-crm-to-quickbase) - [ **Capsule CRM to Pushbullet** ](https://apiant.ai/connect/capsule-crm-to-pushbullet) - [ **Capsule CRM to CNBC** ](https://apiant.ai/connect/capsule-crm-to-cnbc) - [ **FreeAgent to Capsule CRM** ](https://apiant.ai/connect/freeagent-to-capsule-crm) - [ **Capsule CRM to HelloSign** ](https://apiant.ai/connect/capsule-crm-to-hellosign) - [ **Capsule CRM to Wistia** ](https://apiant.ai/connect/capsule-crm-to-wistia) - [ **Capsule CRM to Recurly** ](https://apiant.ai/connect/capsule-crm-to-recurly) - [ **Capsule CRM to Wachete** ](https://apiant.ai/connect/capsule-crm-to-wachete) - [ **Capsule CRM to IP2Location** ](https://apiant.ai/connect/capsule-crm-to-ip2location) - [ **Capsule CRM to DonorPerfect** ](https://apiant.ai/connect/capsule-crm-to-donorperfect) - [ **Cliniko to Capsule CRM** ](https://apiant.ai/connect/cliniko-to-capsule-crm) - [ **Beanstalk to Capsule CRM** ](https://apiant.ai/connect/beanstalk-to-capsule-crm) - [ **Capsule CRM to LeanKit** ](https://apiant.ai/connect/capsule-crm-to-leankit) - [ **BigML to Capsule CRM** ](https://apiant.ai/connect/bigml-to-capsule-crm) - [ **Google Sheets to Capsule CRM** ](https://apiant.ai/connect/google-sheets-to-capsule-crm) - [ **Capsule CRM to Google Calendar** ](https://apiant.ai/connect/capsule-crm-to-google-calendar) - [ **Capsule CRM to Google Drive** ](https://apiant.ai/connect/capsule-crm-to-google-drive) - [ **Capsule CRM to Notion** ](https://apiant.ai/connect/capsule-crm-to-notion) - [ **Airtable to Capsule CRM** ](https://apiant.ai/connect/airtable-to-capsule-crm) - [ **Capsule CRM to ClickUp** ](https://apiant.ai/connect/capsule-crm-to-clickup) - [ **Capsule CRM to Discord** ](https://apiant.ai/connect/capsule-crm-to-discord) - [ **Capsule CRM to Twilio** ](https://apiant.ai/connect/capsule-crm-to-twilio) - [ **Capsule CRM to SendGrid** ](https://apiant.ai/connect/capsule-crm-to-sendgrid) - [ **Capsule CRM to Outlook** ](https://apiant.ai/connect/capsule-crm-to-outlook) - [ **Brevo to Capsule CRM** ](https://apiant.ai/connect/brevo-to-capsule-crm) What your agent can do with Capsule CRM ## Triggers and actions 8 triggers · 62 actions - Trigger **List projects** list projects (cases/kases), surfacing new ones over time - Trigger **List tasks** list tasks, surfacing new ones over time - Trigger **New case** Polls for newly created cases in Capsule CRM. - Trigger **New opportunity** Polls for newly created opportunities in Capsule CRM. - Trigger **New organization** Polls for newly created organizations in Capsule CRM. - Trigger **New person** Polls for newly created people in Capsule CRM. - Trigger **New task** Polls for newly created tasks in Capsule CRM. - Trigger **New user** Polls for newly created user accounts in Capsule CRM. - Action **Add additional party to opportunity** add an additional party to an opportunity - Action **Add Task** Add a task in Capsule CRM, optionally linked to a party. - Action **Complete a task** Marks a task as completed in Capsule CRM. - Action **Create a case** Creates a new case (kase) in Capsule CRM, optionally linked to a party. - Action **Create a new task for organization** This action creates a new task for the specified organization. - Action **Create an open case for organization** This action creates a new open case for the specified organization. - Action **Create an open case for person** This action creates a new open case for the specified person. - Action **Create an organization** Creates a new organization party in Capsule CRM. - Action **Create a note** Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM. - Action **Create a person** Creates a new person party in Capsule CRM. - Action **Create a tag for organization** This action creates a new tag for the specified organization. - Action **Create a tag for person** This action creates a new tag for the specified person. - Action **Create entry** create an activity entry - Action **Create opportunity** create an opportunity - Action **Create party** create a party (person or organization) - Action **Create project** create a project (case) - Action **Create tag** create a tag for an entity type - Action **Delete a party** Deletes a party by id in Capsule CRM. - Action **Delete entry** delete an activity entry - Action **Delete opportunity** delete an opportunity - Action **Delete project** delete a project - Action **Delete tag** delete a tag - Action **Delete task** delete a task - Action **Get Party** Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id. - Action **List additional parties for opportunity** list additional parties on an opportunity - Action **List cases** Lists cases (kases) in Capsule CRM. - Action **List deleted opportunities** list deleted opportunities - Action **List deleted parties** list deleted parties - Action **List deleted projects** list deleted projects - Action **List employees of party** list people employed at an organization party - Action **List entries by date** list activity entries by date - Action **List entries for entity** list activity entries for a party/opportunity/project - Action **List opportunities** Lists sales opportunities in Capsule CRM. - Action **List opportunities by party** list opportunities for a party - Action **List parties** Lists parties (people and organizations) in Capsule CRM. - Action **List projects associated with opportunity** list projects associated with an opportunity - Action **List projects by party** list projects for a party - Action **List tags** list tags for an entity type - Action **List teams** list teams - Action **List tracks for entity** list tracks for an entity - Action **List users** list users - Action **Remove additional party from opportunity** remove an additional party from an opportunity - Action **Run filter query** run a saved/ad-hoc filter query for an entity - Action **Search opportunities** search opportunities - Action **Search parties** Searches parties by a free-text query in Capsule CRM. - Action **Search projects** search projects - Action **Show current user** get the authenticated user - Action **Show entry** retrieve an activity entry by ID - Action **Show opportunity** retrieve an opportunity by ID - Action **Show project** retrieve a project by ID - Action **Show site config** get account/site configuration - Action **Show tag** retrieve a tag by ID - Action **Show task** retrieve a task by ID - Action **Show user** retrieve a user by ID - Action **Update entry** update an activity entry - Action **Update opportunity** update an opportunity - Action **Update party** update a party - Action **Update project** update a project - Action **Update tag** update a tag - Action **Update task** update a task - Action **Update user** update a user - Action **Upload attachment** upload an attachment ## Related apps - [ **Agile CRM to Capsule CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-capsule-crm) - [ **Apollo to Capsule CRM** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connect/apollo-to-capsule-crm) - [ **Assembly.com to Capsule CRM** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connect/assembly-com-to-capsule-crm) - [ **Attio to Capsule CRM** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-capsule-crm) - [ **Capsule CRM to Billage** Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project...](https://apiant.ai/connect/capsule-crm-to-billage) - [ **Capsule CRM to Broot** broot is a AI-powered app that helps sales, marketing, and events teams manage contacts, turning them into...](https://apiant.ai/connect/capsule-crm-to-broot) - [ **Capsule CRM to Centerflow** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connect/capsule-crm-to-centerflow) - [ **Capsule CRM to CentralStationCRM** CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you...](https://apiant.ai/connect/capsule-crm-to-centralstationcrm) [More in CRM](https://apiant.ai/apps/crm) Reviews ## What our customers say Questions ## Capsule CRM, answered ### ### Is there a Capsule CRM MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Capsule CRM. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Capsule CRM. Nothing to install. ### ### What can start an automation from Capsule CRM? Any of Capsule CRM's 8 triggers in the catalog, including New case, New opportunity, New organization and New person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Capsule CRM? Any of Capsule CRM's 62 actions, including Create a case, Create a new task for organization, Create an open case for organization and Create an open case for person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Which apps can Capsule CRM connect to? Any app in the catalog; the list on this page pairs Capsule CRM with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.